Events - CFA Society Australia

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Event Details	Location	Date & Time
WA Chapter \| Social drinks, 30 year anniversary celebration & charter awards Join us for our WA Chapter social drinks as we celebrate 30 years of CFA Society Australia and our newest CFA charterholders. This milestone event brings together members and candidates for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. A highlight of the evening will be recognising our newest CFA charterholders as they receive their CFA charter. Format: In person Open to: Members, Candidates	Lils Rooftop & Bar, Perth	May 7, 2026 5:30pm - 7:30pm	Learn More & Register
VIC Chapter I Quarterly social drinks & 30 year member celebration Join us for our VIC Chapter quarterly social drinks as we celebrate 30 years of CFA Society Australia. This milestone event brings together members for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. Format: In person Open to: Members	Pullman Melbourne City Centre	May 14, 2026 5:30pm - 7:30pm	Learn More & Register
Webinar I Start your CFA Program journey – Welcome session In this webinar, Marco Fantozzi, CFA (Portfolio Analyst, Ophir Asset Management) will provide a clear overview of what to expect from the CFA Program and how to approach Level I with confidence and structure. Join us to begin your CFA journey with confidence and community. Please note that this event is free and exclusive for CFA Program Level I Candidates only. Format: Online Open to: CFA Program Level I Candidates only Speaker(s): Marco Fantozzi, CFA, Portfolio Analyst, Ophir Asset Management	Online via Zoom	May 18, 2026 5:30pm - 7:00pm (AEST)	Learn More & Register
NSW Chapter I Private markets panel discussion – A deep-dive into the Australian mid-market Join us in an engaging discussion exploring the key forces shaping private markets in Australia’s mid-market. The panel will share their perspectives on capital flows, risk underwriting and opportunities in an increasingly selective deal environment. The conversation will also explore themes relevant to analysts and allocators, including ESG considerations, the energy transition and other factors influencing capital deployment across private equity and private credit. Format: In person Open to: Members, Candidates, Industry professionals Speaker(s): Paul Childers, Partner at BDO (Private M&A) Rajiv Visnawathan, Managing Director at Adamantem Capital (Private Equity) Alex Miller, Director at Longreach Credit Investors (Private Credit) Host: Vanessa Pham, CFA, VP, Global Private Wealth-Investor Relations, HarbourVest	BDO, Sydney	May 19, 2026 12:15pm - 1:30pm (lunch is included)	Learn More & Register
QLD Chapter \| Quarterly social drinks, 30 year anniversary celebration & charter awards Join us for our QLD Chapter quarterly social drinks as we celebrate 30 years of CFA Society Australia and our newest CFA charterholders. This milestone event brings together members and candidates for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. A highlight of the evening will be recognising our newest CFA charterholders as they receive their CFA charter. Format: In person Open to: Members, Candidates	Friday's Riverside, Brisbane	May 20, 2026 5:30pm - 7:30pm	Learn More & Register
NSW Chapter I Quarterly social drinks & 30 year anniversary celebration Join us for our NSW Chapter quarterly social drinks as we celebrate 30 years of CFA Society Australia. This milestone event brings together members for an evening of connection, reflection and celebration. Since 1996, CFA Society Australia has played a vital role in strengthening the investment profession fostering professional excellence, ethical leadership and a vibrant national community. Enjoy drinks and refreshments while marking three decades of professional excellence and shared achievement. Format: In person Open to: Members	Hotel CBD (Fourth Floor), Sydney	May 21, 2026 5:30pm - 7:30pm	Learn More & Register
NSW Chapter I 2026 CFA charter awards ceremony We invite all of our newest CFA® charterholders, Level III graduates and guests for an evening of celebration to commemorate their achievement, reflect on the dedication required to earn the charter, and connect with peers across the investment community. Enjoy drinks, canapés and a formal awards presentation. Format: In person Open to: New charterholders	ivy Sunroom	May 28, 2026 5:30pm - 8:30pm	Learn More & Register
SA Community \| Member and candidate social drinks Come along for a relaxed evening of catching up and connecting with peers in the South Australia community. It’s a great chance to expand your network and enjoy a few drinks and light bites in good company. Format: In person Open to: Members, Candidates	The Original Coopers Alehouse, Adelaide	May 28, 2026 5:30pm - 7:30pm	Learn More & Register
CFA Society Australia 30 Years Anniversary Gala Dinner In 2026, CFA Society Australia marks 30 years of advancing the investment profession in Australia. Join us for a special 30th Anniversary Gala Dinner celebrating three decades of impact and the people who have shaped our community. Connect with peers and industry leaders while enjoying an evening of premium hospitality and entertainment. The event will be hosted by award-winning comedian and TV personality Tom Gleeson, with special guests Marg Franklin, CFA, Past President & CEO of CFA Institute, and Tricia Rothschild, CFA, Interim CEO of CFA Institute. Format: In person Open to: Members, Candidates, Industry professionals	Doltone House Hyde Park, Sydney	June 24, 2026 Pre dinner drinks at 6pm with dinner commencing 7pm	Learn More & Register
VIC Chapter I 2026 CFA charter awards ceremony We invite all of our newest CFA® charterholders, Level III graduates and guests for an evening of celebration to commemorate their achievement, reflect on the dedication required to earn the charter, and connect with peers across the investment community. Enjoy drinks, canapés and a formal awards presentation. Format: In person Open to: New charterholders	Rendezvous Hotel Melbourne	June 25, 2026 5:30pm - 8:30pm	Learn More & Register

For a full list of CFA Institute events, please click here >

The Global Passport Program allows members of participating CFA Institute Societies to attend other societies’ events at the local member price.

Benefits of the Global Passport Program include:

Expand your network and connect with other CFA charterholders and investment professionals from different markets and regions
Learn from global experts and gain insights into diverse topics and perspectives that are relevant to your career and interests
Earn PL credits and demonstrate your commitment to lifelong learning and ethical standards

These events will improve understanding of local markets and provide a good platform for networking and career development.

To take advantage of this program, visit the list of participating societies. Look for a society in the market you’re interested in, and explore their website for upcoming opportunities.

30 Years Anniversary Gala Dinner

Upcoming Events

For a full list of CFA Institute events, please click here >

CFA Society Australia Professional Learning Webinars